Owner and landlord reporting requires finance teams to manually extract account balances, reconcile transactions, and format statements each month. Manual data handling creates delays, reconciliation errors, and inconsistent delivery timelines.
Automation pulls financial data directly from accounting systems, validates completeness, calculates distributions, and generates formatted statements ready to send. Owners receive accurate reports within one day of month-end close.
The full workflow, from trigger to completion.
The automation monitors the accounting system for a closed period. When the month-end close is confirmed, the workflow begins.
The automation pulls account balances, transaction lists, and owner ledger data directly from the accounting system via API. Data is validated for completeness.
The automation compares extracted balances against property records and owner ledgers, flags discrepancies, and logs reconciliation status. Minor variances are flagged for human review.
The automation computes net income, applies deductions, and calculates distributions owed to each owner based on stored ownership percentages and agreements.
Formatted statements are generated automatically with owner-specific data, property details, and period dates. PDFs are created and stored.
Completed statements are routed to the finance manager for a final accuracy check. The manager approves or flags statements for correction.
Approved statements are automatically emailed to each owner or landlord with a personalized cover letter. Delivery is logged and tracked.
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